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Guardian Wealth Management (Illinois)’s Medtronic MDT Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-61
Closed -$5.48K – 147
2025
Q1 		$5.48K Sell
61
-9,651
-99% -$864K ﹤0.01% 181
2024
Q4 		$776K Sell
9,712
-3,419
-26% -$296K 0.53% 48
2024
Q3 		$1.18M Buy
13,131
+115
+0.9% +$9.67K 0.83% 41
2024
Q2 		$1.02M Buy
13,016
+75
+0.6% +$6.15K 0.78% 41
2024
Q1 		$1.13M Sell
12,941
-433
-3% -$37K 0.87% 40
2023
Q4 		$1.1M Sell
13,374
-44
-0.3% -$3.35K 0.93% 40
2023
Q3 		$1.05M Sell
13,418
-22
-0.2% -$1.84K 0.98% 40
2023
Q2 		$1.18M Buy
13,440
+276
+2% +$23.8K 1.08% 40
2023
Q1 		$1.06M Buy
13,164
+175
+1% +$14.3K 1.02% 41
2022
Q4 		$1.01M Sell
12,989
-40
-0.3% -$3.24K 0.99% 42
2022
Q3 		$1.05M Buy
13,029
+182
+1% +$16.4K 1.19% 37
2022
Q2 		$1.15M Buy
12,847
+609
+5% +$61.7K 1.24% 37
2022
Q1 		$1.36M Buy
12,238
+251
+2% +$26.5K 1.35% 32
2021
Q4 		$1.24M Buy
+11,987
New +$1.39M 1.19% 34

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s MDT Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Medtronic (MDT) in Q2 2025, closing a stake of 61 shares — an estimated $5.48K sold.

Guardian Wealth Management (Illinois) first reported a position in MDT in Q4 2021 and held it in 14 quarters. The position peaked at $1.36M in Q1 2022. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 61 Medtronic shares in Q2 2025, an estimated $5.48K.
  • Guardian Wealth Management (Illinois) first reported a position in Medtronic in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Medtronic position peaked at $1.36M in Q1 2022.
  • 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.